TNadolski

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

参加者

コミュニティー参加日：

メッセージを送信

ベストアンサー数
0
件の返信
1
いいね！した数
8
いいね！獲得数
42
ご意見・ご提案
9

自己紹介

コミュニティーにご登録いただくか、HubSpotの無料製品をご利用いただくと、ユーザーのプロフィールが表示されるようになります。

つながり

まだつながりがありません

Tilman Nadolski

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

TNadolski 4月 16日, 2024

Sequence as an Association

It would be great to be able to see different sequence enrollments as an association card on the right-hand side of Contact, Deal, Company & Custom Objects records in Hubspot. This would function essentially the same as "List Memberships". 続きを読む

返信アイデア Sequences

1 いいね！

0 コメント

TNadolski 4月 03日, 2024

Flexible Deal Association with Lead Records

Currently, the only way you can associate a deal to a lead record is by using the default lead stage setting that automatically creates a deal upon lead stage = qualified. However, if you turn off that lead stage setting, and the user then crea 続きを読む

返信アイデア Deals

1 いいね！

0 コメント

smulhollen 1月 05日, 2021

Import Goals

We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.

返信アイデア Users & Teams & Permissions

24 いいね！

11 コメント

TNadolski

参加者

1月 03日, 2024

Second this. Also, if we have an annual goal, the monthly & quarterly rollups should happen without needing to create separate goals for each tim...続きを読む

TNadolski 12月 22日, 2023

Field Level Permissions based on Permission Set

It would be great to set field level permissions by permission set. When we promote or hire someone new to a sales management position, instead of having to add the individual users who fall under that permission set to "view & edit", I would li 続きを読む

返信アイデア Properties

1 いいね！

0 コメント

TNadolski 4月 26日, 2023

Company Total Annual Revenue

It would be great to track the Total Annual Revenue of a Company based on the total dollar amount of closed won deals based on your Portal's Fiscal Year settings. It takes an incredible amount of finesse to make this work via workflows and seem 続きを読む

返信アイデア Contacts & Companies

0 いいね！

0 コメント

Nick 1月 09日, 2017

Set company goals (quotas)

Hello, It would be great to set a quotas on the dashboard that is for the entire organisation. At this moment quotas will need to be set by each individual person and cannot be set on a company level. Being able to set goals on a company level 続きを読む

返信アイデア Sales Reporting

64 いいね！

30 コメント

TNadolski

参加者

4月 26日, 2023

It's very common for businesses to forecast at the company level. This seems like a very big miss for a CRM. It would be great to be able to set Annu...続きを読む

最新の投稿を表示する